# ![@NuggetCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1505028132226703368.png) @NuggetCapital Nugget Capital Partners (NCP)

Nugget Capital Partners (NCP) posts on X about $tto, stocks, dividend, $cnq the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1505028132226703368/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505028132226703368/c:line/m:interactions.svg)

- [--] Week [------] +68%
- [--] Month [-------] +35%
- [--] Months [---------] +9.70%
- [--] Year [---------] +38%

### Mentions: [--] [#](/creator/twitter::1505028132226703368/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505028132226703368/c:line/m:posts_active.svg)

- [--] Week [---] -21%
- [--] Month [---] -1.20%
- [--] Months [---] +49%
- [--] Year [-----] +4.90%

### Followers: [-----] [#](/creator/twitter::1505028132226703368/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505028132226703368/c:line/m:followers.svg)

- [--] Week [-----] +0.54%
- [--] Month [-----] +1.60%
- [--] Months [-----] +15%
- [--] Year [-----] +43%

### CreatorRank: [-------] [#](/creator/twitter::1505028132226703368/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1505028132226703368/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  68.7% [stocks](/list/stocks)  40% [countries](/list/countries)  11.3% [cryptocurrencies](/list/cryptocurrencies)  6.96% [social networks](/list/social-networks)  2.61% [technology brands](/list/technology-brands)  2.61% [financial services](/list/financial-services)  1.74% [nhl](/list/nhl)  0.87%

**Social topic influence**
[$tto](/topic/$tto) #45, [stocks](/topic/stocks) #1508, [dividend](/topic/dividend) #876, [$cnq](/topic/$cnq) #12, [$arxto](/topic/$arxto) 10.43%, [gold](/topic/gold) 9.57%, [bullish](/topic/bullish) #301, [in the](/topic/in-the) 6.96%, [money](/topic/money) 6.96%, [bearish](/topic/bearish) #390

**Top accounts mentioned or mentioned by**
[@thewiseic](/creator/undefined) [@bubleqe](/creator/undefined) [@taobanker](/creator/undefined) [@gabfedfra](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@fullscopewelds](/creator/undefined) [@cubedpermian](/creator/undefined) [@jmacvbvbv](/creator/undefined) [@truflation](/creator/undefined) [@parrafincontrol](/creator/undefined) [@rumcoke192361](/creator/undefined) [@lonesomec0wb0y](/creator/undefined) [@zethuscap](/creator/undefined) [@bb19043](/creator/undefined) [@inthemoneypod](/creator/undefined) [@bdepardell](/creator/undefined) [@divgrojourney](/creator/undefined) [@gary79699215](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@vanisleinvestor](/creator/undefined)

**Top assets mentioned**
[Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Lineage, Inc. (LINE)](/topic/$line) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Nomad Foods Limited (NOMD)](/topic/$nomd) [Bitcoin Gold (BTG)](/topic/$btg) [Suncor Energy, Inc. (SU)](/topic/$su) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Arbidex (ABX)](/topic/$abx) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Windoge98 (EXE)](/topic/$exe) [EOG Resources Inc (EOG)](/topic/$eog) [AT&T Inc. (T)](/topic/$t) [EQT, Corp. (EQT)](/topic/$eqt) [Imperial Oil Limited (IMO)](/topic/$imo) [General Mills, Inc. (GIS)](/topic/$gis) [Verizon Communications Inc. (VZ)](/topic/$vz) [BCE, Inc. (BCE)](/topic/$bce) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Franco-Nevada Corporation (FNV)](/topic/$fnv)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$GFR was my top oil pick in [----]. Wrote about it in December and published. So far crushing the overvalued over owned $CNQ. Just saying. @NuggetCapital been trading commodities for [--] years here.from a vet trader just admit mistakes.looks better and not a big deal. @NuggetCapital been trading commodities for [--] years here.from a vet trader just admit mistakes.looks better and not a big deal"  
[X Link](https://x.com/NuggetCapital/status/2019177467483754790)  2026-02-04T22:33Z [----] followers, [----] engagements


"@TheWiseIC What is your thesis on $BAM"  
[X Link](https://x.com/NuggetCapital/status/2018805874337435731)  2026-02-03T21:56Z [----] followers, [----] engagements


"@LonesomeC0wb0y @truflation Well we'll see. Let's see how the data impacts into week end. I'm not usually compelled by bonds and you'd be hard struck to find a PM on BNN who dares says they want exposure"  
[X Link](https://x.com/NuggetCapital/status/2021285094644715560)  2026-02-10T18:08Z [----] followers, [--] engagements


"THE BAD BEES: $BTE.TO $BIR.TO & MALI-BASED $BTO.TO AMONGST THE MOST SHORTED STOCKS ON THE TSX OVER THE PAST TWO WEEKS"  
[X Link](https://x.com/NuggetCapital/status/1814310951513940319)  2024-07-19T14:46Z [----] followers, [----] engagements


"$ABX $GOLD don't worry gold bugs the generalist will come back soon for sure. Just give it some time for the insiders to sell all their shares first. Non-stop insider selling in the gold space. Can't even think of a recent buy in Canadian names. Barrick Gold another shitco"  
[X Link](https://x.com/NuggetCapital/status/1839768002650353871)  2024-09-27T20:44Z [----] followers, [----] engagements


"$BTG $BTO.TO impressive net loss of $631 million dollars due to rising costs on their Nunavut mine. You wonder why the average investor is not jumping into gold stocks. This one has also seen net insider selling over the past year too. lol"  
[X Link](https://x.com/NuggetCapital/status/1854304008980095112)  2024-11-06T23:25Z [----] followers, [----] engagements


"$FRU.TO insiders pile into equity raise on the US acquisition. Well at least that is a good look. All Canadian royalty oil cos still seeing insider buys of late: $PSK.TO $SRR.V. However $FNV / $FNV.TO (gold royalty) insiders won't touch their stock"  
[X Link](https://x.com/NuggetCapital/status/1867759439618748906)  2024-12-14T02:32Z [----] followers, [----] engagements


"$IVN.TO a copper miner taking a big dump after Trump announced he is going to apply tariffs on the metal. Have to think this is one that will recover. Unfortunately US producers are not going to be able to viably compete with cheap supply coming out of Congo. Law of physics"  
[X Link](https://x.com/NuggetCapital/status/1884417336385429948)  2025-01-29T01:44Z [----] followers, [----] engagements


"$BTO.TO very rare insider buy at B2 Gold and it's pretty big. Mali gold mines recently saw a huge Emirati investment this month & Barrick has found a remedy w/ the corrupt military junta. Could $BTG sell their Nunavut mine to $AEM & maybe cash out Fekola @lovemesexy8 @Maggers78"  
[X Link](https://x.com/NuggetCapital/status/1895291181900398889)  2025-02-28T01:53Z [----] followers, [----] engagements


"$COLD a top investment idea of Barron's real estate analyst. NCP wrote about Americold Realty Trust in the past week as a top idea as well. Glad to have some support. RIP to @TheBenSchmark's shorts. All the NCP mal-wishers can take pride in knowing since I added $COLD this thing has gone down almost everyday a rarity. Added in tranches thankfully and still bullish on the space which has a high MOAT defensive business growth & opp for tariff tailwind w/ more trade deals. All the NCP mal-wishers can take pride in knowing since I added $COLD this thing has gone down almost everyday a rarity."  
[X Link](https://x.com/NuggetCapital/status/1974188395544084932)  2025-10-03T19:02Z [----] followers, 11.5K engagements


"Insiders pounding at $LINE. Seth Klarman loading up on $COLD. Is the bottom in yet @TheBenSchmark @taobanker . Trump lifting tariffs on food can't be bearish either"  
[X Link](https://x.com/NuggetCapital/status/1990795238592688146)  2025-11-18T14:52Z [----] followers, [----] engagements


"If you want to bet on a top dog which has been a dog and now considered an underdog consider investing in $TOU.TO. Mike Rose is Canada's most aligned insider and him and his team are buying all year. They have a monopoly over the BC Montney which will pay off at some point"  
[X Link](https://x.com/NuggetCapital/status/1992371753163821201)  2025-11-22T23:16Z [----] followers, 15.8K engagements


"FULL DISCLOSURE: This "pro" $TOU.TO Tweet does not implicate me in the $PEY.TO - Tourmaline battle. I just see the two different and Mike Rose is a builder. Probably the entire company will be sold eventually. He's putting his money where his mouth is and nobody else is selling. If you want to bet on a top dog which has been a dog and now considered an underdog consider investing in $TOU.TO. Mike Rose is Canada's most aligned insider and him and his team are buying all year. They have a monopoly over the BC Montney which will pay off at some point. https://t.co/CM3rmoA6s0 If you want to bet"  
[X Link](https://x.com/NuggetCapital/status/1992431203434340401)  2025-11-23T03:13Z [----] followers, [----] engagements


"$T.TO trading at a 30% multiple premium to $BCE.TO because of its dividend. You better hope that they do not cut it because if they do my guess is that it will fall below Bell as the yield would also be lower. TD basically saying the $T.TO selloff is overdone. 9% yield anyone #Dividends https://t.co/t4jdoIlvJk TD basically saying the $T.TO selloff is overdone. 9% yield anyone #Dividends https://t.co/t4jdoIlvJk"  
[X Link](https://x.com/NuggetCapital/status/1994071481295204565)  2025-11-27T15:51Z [----] followers, 13K engagements


"Agree @taobanker. Added $MAA last month. Should probably add more but hold US apartments thru Canadian listed tickers. CNBC front page = time to buy $MAA $NEN CNBC front page = time to buy $MAA $NEN"  
[X Link](https://x.com/NuggetCapital/status/1995866252787745107)  2025-12-02T14:42Z [----] followers, [----] engagements


"Most of the Twitter bruhs telling me this space is zero and there is no opportunity. NCP continues to deploy capital into the space. Congrats to @RecoveryTrade for getting rich off his REIT pick which was acquired at a 40% premium last night. Another mid cap REIT drops from the list with $BX acquiring $ALEX at a 40% premium but 15% NAV discount. Fewer high quality mid-cap opportunities remain. Alexander & Baldwin to be taken private in $2.3 billion all-cash buyout - https://t.co/XQsICQD7ZI Another mid cap REIT drops from the list with $BX acquiring $ALEX at a 40% premium but 15% NAV discount."  
[X Link](https://x.com/NuggetCapital/status/1998330228519600575)  2025-12-09T09:53Z [----] followers, [----] engagements


"$T.TO dropping like a stone this morning. Understand the difference between tax loss selling & front running a looming div cut selling. Meanwhile $BCE.TO which has righted its wrong has been upgraded again and continues its ascent. @zethuscap $QBR.B continues to defeat everybody $T.TO trading at a 30% multiple premium to $BCE.TO because of its dividend. You better hope that they do not cut it because if they do my guess is that it will fall below Bell as the yield would also be lower. $T.TO trading at a 30% multiple premium to $BCE.TO because of its dividend. You better hope that they do not"  
[X Link](https://x.com/NuggetCapital/status/1999127466892206101)  2025-12-11T14:41Z [----] followers, [----] engagements


"NCP OIL & GAS STOCK BUYZONE $ARX.TO $18 $BTE.TO $1 $CJ.TO $5 $CNQ.TO $38 $CVE.TO $19 $EOG $85 $ESI.TO $1.75 $EXE $75 $FANG $100 $GFR.TO $6.40 $KEL.TO $6 $IPCO.TO $19 $OVV.TO $39 $PPL.TO $48 $PSK.TO $21 $SCR.TO $23 $SU.TO $37 $TOU.TO $57 $TNZ.TO $23 $WCP.TO $7 $VET.TO $8"  
[X Link](https://x.com/NuggetCapital/status/2001917805491630390)  2025-12-19T07:29Z [----] followers, [----] engagements


"One of these accounts is one of the most reliable contras the other one is trying to save you money. "I'd rather light my money on fire to keep me warm then buy #natgas on contract roll when the weather chartists are getting fired up Roger." - a BOL @ NCP. Natural gas production is reaching daily record levels as [----] comes to a close. https://t.co/M7Nfzhs4gT Natural gas production is reaching daily record levels as [----] comes to a close. https://t.co/M7Nfzhs4gT"  
[X Link](https://x.com/NuggetCapital/status/2005828898232176720)  2025-12-30T02:30Z [----] followers, [----] engagements


"$T.TO bagholders getting all excited that a super rich underperforming executive is buying shares. Honestly his ownership multiple is barely above the minimum requirement. Given he is raking in $18 million dollar per year the least he can do is stand in solidarity w/ bagholders. $T Telus CEO Darren Entwistle bought another $974k worth of shares a few days after buying over $3.3m worth of shares. He believes. https://t.co/REDOmDrPzk $T Telus CEO Darren Entwistle bought another $974k worth of shares a few days after buying over $3.3m worth of shares. He believes. https://t.co/REDOmDrPzk"  
[X Link](https://x.com/NuggetCapital/status/2006202326374105522)  2025-12-31T03:14Z [----] followers, [----] engagements


"@dev4stating I don't think. Baa3 rated bonds on [--] year debt isn't bullish at all for $T.TO"  
[X Link](https://x.com/NuggetCapital/status/2007142443691737091)  2026-01-02T17:30Z [----] followers, [---] engagements


"Poll: Is Maduro's ouster bullish or bearish for oil near term #oott $uso Bullish Bearish No idea Bullish Bearish No idea"  
[X Link](https://x.com/NuggetCapital/status/2007483220800221494)  2026-01-03T16:04Z [----] followers, [----] engagements


"OFF THE NOVEMBER HIGHS: $UNG -31% $RRC -15% $EXE -14% $AR -13% $EQT -12% YOU CAN FOOL SOME PEOPLE. YOU CAN'T FOOL ME OR THE TEAM AT NCP. LIKE SETH KLARMAN SAYS: BUYING AGAINST INSIDER SELLING IS NOT SMART. LOOKING FOR ANOTHER 10% DECLINE'ISH. THEN WE BUY. ROGER N-L. Would you load up on US #natgas E&P stocks From the back office desk: "Hell no Roger." $AR $EQT seeing massive insider selling. MASSIVE. Change my mind that it doesn't matter bulls. https://t.co/01MoQ2674W Would you load up on US #natgas E&P stocks From the back office desk: "Hell no Roger." $AR $EQT seeing massive insider"  
[X Link](https://x.com/NuggetCapital/status/2008698082490552697)  2026-01-07T00:31Z [----] followers, [----] engagements


"Well I am pretty sure Eric Nuttall said $EQT was going to buy back all their shares along with a few other shale #natgas cos. "I don't buy it but it's cute." A BOL @ NCP $EQT sharecount expansion (I'd show CHK's but its infinite) https://t.co/ILc63XEOJK $EQT sharecount expansion (I'd show CHK's but its infinite) https://t.co/ILc63XEOJK"  
[X Link](https://x.com/NuggetCapital/status/2009341392997503130)  2026-01-08T19:08Z [----] followers, [----] engagements


"Good point. If Mag7 falls we'd all live happier. I am 10% consumer staples in case the tariff get overturned and/or there is some big tech sell-off. Risk-reward is good. Energy can do good in this scenario to but doesn't feel as clear to me with Trump throwing fire at helm. @NuggetCapital Its up because Mag7 is down 2% which is enough money to trigger a Momo rotation at AQR and Qube (hated Consumer sector also ripping on IEEPA reversal bets). Its not more meaningful than that despite the Oilpoors conspiracy theories @NuggetCapital Its up because Mag7 is down 2% which is enough money to"  
[X Link](https://x.com/NuggetCapital/status/2009381650329682139)  2026-01-08T21:48Z [----] followers, [----] engagements


"AND YOU THINK GENERALISTS BUYING YOUR STOCK AND GETTING [---] LIKES ON X IS A BULLISH INDICATOR $ARX.TO. "THAT'S HILLARIOUS ROGER. I JUST SPIT OUT MY COFFEE." -A BOL @ NCP. Rebecca Teltscher says nothing in the USA is investable right now. One of her top picks is $ARX.TO the other is $CNQ. She likes their premium assets with embedded growth. "You are getting paid to wait." 💀 https://t.co/nfeFr7LEgr Rebecca Teltscher says nothing in the USA is investable right now. One of her top picks is $ARX.TO the other is $CNQ. She likes their premium assets with embedded growth. "You are getting paid to"  
[X Link](https://x.com/NuggetCapital/status/2009704333315821789)  2026-01-09T19:10Z [----] followers, [----] engagements


"$ARX.TO taking a kicking on a day all other names ripped. Back in November NCP highlighted the huge volume sparked reason for concern after the bad well results at Attachie a key development project for Arc. Still meaningless or did Team Terry's luck run dry $ARX.TO The big boys always know before the little guy gets clocked. Cautioned on unusual activity on the September dump. Could be related maybe nothing. Either way a red flag for me. $ARX.TO The big boys always know before the little guy gets clocked. Cautioned on unusual activity on the September dump. Could be related maybe nothing."  
[X Link](https://x.com/NuggetCapital/status/2011192660342521934)  2026-01-13T21:44Z [----] followers, 14K engagements


"@TheWiseIC Arc will have dip buyers until they get bad news should it come. They still have a 'good reputation' to work off. But the selling seems meaningful. Even Nuttall has been dumping $ARX.TO according to the latest filings"  
[X Link](https://x.com/NuggetCapital/status/2011205944110104788)  2026-01-13T22:37Z [----] followers, [---] engagements


"Looks like Mr. Dave Burrows is getting bullish. Anybody got the latest multiple for $IMO Last I looked it was like [--] ev/ebitda. Everybody hated oilsands at [--] 4x ev/ebitda. You need brass balls to go long here. I wish the gold to oil debasement bros nothin' but the best of luck Is it energy's turn A good day for senior Cdn producers on volume. $XEG is the producers ETF and it is close to breaking out on a decent day for oil. We will discuss on todays 4PM webcast $TVE $HWX $SU $IMO https://t.co/i1MY2Jopfa Is it energy's turn A good day for senior Cdn producers on volume. $XEG is the producers"  
[X Link](https://x.com/NuggetCapital/status/2011246415167832097)  2026-01-14T01:18Z [----] followers, [----] engagements


"@BB19043 $ARX.TO ERIC NUTTALL AND HIS GEOLOGIST PARTNER ARE RUNNING FOR THE HILLS. EVEN THE CANOE GUY SZYBUNKA IS UNLOADING. THIS DOES NOT LOOK GOOD AT ALL"  
[X Link](https://x.com/NuggetCapital/status/2011267846408655219)  2026-01-14T02:43Z [----] followers, [----] engagements


"The two biggest events have unfolded for crude in the two biggest oil countries and oil is still $61. That would make me awfully nervous here if I was long oil E&P trading a hair off 52-week highs w/ an unsustainable dividend. I was told nothing ever happens when it comes to energy markets mark it here I was told nothing ever happens when it comes to energy markets mark it here"  
[X Link](https://x.com/NuggetCapital/status/2011413720594108436)  2026-01-14T12:22Z [----] followers, 11.7K engagements


"@Gabfedfra Yes but less nervous. $su can profit off bad wcs diffs and low oil as they are 50% downstream"  
[X Link](https://x.com/NuggetCapital/status/2011448734169858317)  2026-01-14T14:42Z [----] followers, [---] engagements


"As stated before $cnq moves on macro . So the guys today think there is geopolitical risk. I don't buy it (Iran) and it hasn't broke out of trading range. Good luck to da bulls. Maybe I'll eat crow. Doubt it but never now. Rotation incoming as $qqq tanks. $CNQ has regained all of the Venezuela drop. now up for the year $CNQ has regained all of the Venezuela drop. now up for the year"  
[X Link](https://x.com/NuggetCapital/status/2011522608811163732)  2026-01-14T19:35Z [----] followers, [----] engagements


"BIG YIKES FROM @inthemoneypod to @barometerca: "Are you violating your own practices by owning $CNQ." 🚨new episode JUST DROPPED What stocks do you need to own in [----] David Burrows is BACK His picks from March are up on average 53% and he says there is a big shift in markets investors need to pay attention to @barometerca @barometercptl TUNE IN NOW wherever you get your https://t.co/QfZmPTjvZp 🚨new episode JUST DROPPED What stocks do you need to own in [----] David Burrows is BACK His picks from March are up on average 53% and he says there is a big shift in markets investors need to pay"  
[X Link](https://x.com/NuggetCapital/status/2011791584807841793)  2026-01-15T13:24Z [----] followers, [----] engagements


"@BDEPardell $SQQQ . Big Tech stocks due for a big drop"  
[X Link](https://x.com/NuggetCapital/status/2011998575476068757)  2026-01-16T03:06Z [----] followers, [----] engagements


"@SA_VanInvestor @TheWiseIC I feel it dangerous to enter a stock like that w/o understanding as not only does it depend on a growth multiple but also potentially changing technology trends. $GIS has higher margins then smaller scale peers and their products are not likely going away for generations to come"  
[X Link](https://x.com/NuggetCapital/status/2012019515140583699)  2026-01-16T04:30Z [----] followers, [---] engagements


"STRIP DIVIDEND PAYOUT FOR CANADIAN E&P. HOW MUCH TROUBLE IS $CNQ / $CNQ.TO IN"  
[X Link](https://x.com/NuggetCapital/status/2012116416036778444)  2026-01-16T10:55Z [----] followers, 11.4K engagements


"@VenetoLibero198 I THINK SO FOR SURE. $SCR.TO FAR MORE LEVERAGED THEN $CNQ AND HIGHER COST ASSET BASE. WE STILL ON THE SIDELINES BUT RISK-REWARD GETTING BETTER THERE FOR A TORQUE PLAY"  
[X Link](https://x.com/NuggetCapital/status/2012118938130501876)  2026-01-16T11:05Z [----] followers, [----] engagements


""$1.3bn in share buybacks" but the sharecount doesn't barely ever drop. Gonna take more then that champ. Unfortunately as I have been saying past 2-3 years $CNQ has very little FCF after the dividend. Hence they heavily underperformed the likes of $IMO $ATH.TO etc who buyback. @NuggetCapital Did Murray Edwards run over your dog or something Cash flow is not an issue for CNQ. They had share buybacks of over $1.3B in [----]. Expectations of higher commodity prices in [----]. There will be another divvy increase in [----] Q2. Sorry Rog. @NuggetCapital Did Murray Edwards run over your dog or something"  
[X Link](https://x.com/NuggetCapital/status/2012369479636852944)  2026-01-17T03:40Z [----] followers, [----] engagements


"$CSU.TO down another -16% from this post. Nugget Capital Partners (NCP) tried to warn you we tried to warn EVERYBODY. Insiders are finally buying but the bear case is picking up steam. My heart goes out to the compounder bros. I have no further insights from here. $CSU.TO always wondered how a non-stop software acquisition vehicle could keep going up. Looking like a tired race horse here. In-house algo noted once CSU bros who used to despise oil waltzed into $CNQ it was pretty much game over. That was [----]. $CSU.TO always wondered how a non-stop software acquisition vehicle could keep going"  
[X Link](https://x.com/NuggetCapital/status/2012370224767451141)  2026-01-17T03:43Z [----] followers, 11.7K engagements


"@taobanker @Mr_Neutral_Man $COLD has more actionable catalysts short-term then $LINE. I agree and thought the same regarding pair trade. Lineage has a limited float and short interest now at 13%. COLD could sell international assets anyday and has a activist investor w/ now two board seats"  
[X Link](https://x.com/NuggetCapital/status/2012554118141784530)  2026-01-17T15:54Z [----] followers, [---] engagements


"@taobanker @taketheLearly I think $LINE will benefit off tariff lift as a lot of their business was impacted by that. Frozen food is a growth industry without question. Hampered near-term by oversupply and tariff uncertainity inflation of the past few years. Seems like some of it should be rear mirror"  
[X Link](https://x.com/NuggetCapital/status/2012554449483419821)  2026-01-17T15:55Z [----] followers, [--] engagements


"@taobanker @Mr_Neutral_Man I believe $LINE has better facilities and long-term potential then $COLD. They also have expected cost savings coming with their inhouse LineageOS automation software ($200m/year). If COLD sells international should help Line which has a lot of international assets as well"  
[X Link](https://x.com/NuggetCapital/status/2012554998740037967)  2026-01-17T15:57Z [----] followers, [---] engagements


"@taobanker Just to clarify largest 'food' holding not holding in general. But I did up my position on Friday. $NOMD getting taken down by some US issues like SNAP concerns despite having no SNAP exposure. Think space moves big when earning growth becoming positive again. This year"  
[X Link](https://x.com/NuggetCapital/status/2012555275882869175)  2026-01-17T15:59Z [----] followers, [----] engagements


"@skippy991 @MWG_Jamie @taobanker $Sap.to up 80% ytd. I remember some very wise investors telling me cheese milk both dead. First time i heard frozen food was dead though. love it"  
[X Link](https://x.com/NuggetCapital/status/2012628640102523217)  2026-01-17T20:50Z [----] followers, [--] engagements


"100% truth on $CNQ. IMHO they (the CNRL compounder bro army) never admit they are wrong no matter how many years' pass. When Baytex outperforms you if you are not doubting "GOAT" status of the aforementioned bro check yourself in. @cwietz1 @NuggetCapital Lets slow it down even further for you. In [----] CNQ spent 76% of fcf on its dividend. Based off strip prices for [----] and [----] that % goes up to 95% for both years leaving a meagre 5% of fcf for buying back shares. @cwietz1 @NuggetCapital Lets slow it down even further for you. In [----] CNQ spent 76% of fcf on its dividend. Based off strip"  
[X Link](https://x.com/NuggetCapital/status/2012680554890576044)  2026-01-18T00:16Z [----] followers, [----] engagements


"@BDEPardell @jim_duffus @ng_TO1 Looks like Fidelity is unloading $ARX.TO bigtime. They must own in diff funds. From the latest 13F"  
[X Link](https://x.com/NuggetCapital/status/2012707011738157522)  2026-01-18T02:02Z [----] followers, [---] engagements


"@taobanker $NOMD $LINE $KHC for the moment. I have to do more research on $CAG. Personally found out I like their frozen food which I buy occasionally when on the go as it is healthy and tastes good so I can vouch for product being in style"  
[X Link](https://x.com/NuggetCapital/status/2012712211135832522)  2026-01-18T02:22Z [----] followers, [----] engagements


"SHOTS FIRED FROM THE BASKIN CAMP TO GOLD BROS Noted portfolio manager @BarrySchwartzBW likens buying gold stocks here to the marijuana frenzy. "Investing is not that easy." says Schwartz. Margin for gold producers is $2000+ an ounce. Scarcity gone https://www.bnnbloomberg.ca/video/shows/the-open/2026/01/19/people-need-to-understand-how-volatile-commodity-prices-are-schwartz/ https://www.bnnbloomberg.ca/video/shows/the-open/2026/01/19/people-need-to-understand-how-volatile-commodity-prices-are-schwartz/"  
[X Link](https://x.com/NuggetCapital/status/2013370663029838042)  2026-01-19T21:59Z [----] followers, [----] engagements


"$CJ.TO which has an unsustainable dividend and a 'whole lotta low decline high opex stripper wells' is making mince meat out of all the big boys for the most part flossing a 9x ev/ebitda multiple which is higher then Canadian Natural Resources. Has Canadian energy re-rated For example $CJ.TO with a higher multiple then mighty $EOG & even the big dog $CNQ. Canadians love their unsustainable dividends. https://t.co/ndIIByk7wv Has Canadian energy re-rated For example $CJ.TO with a higher multiple then mighty $EOG & even the big dog $CNQ. Canadians love their unsustainable dividends."  
[X Link](https://x.com/NuggetCapital/status/2016014819887907222)  2026-01-27T05:06Z [----] followers, [----] engagements


"THE QUESTION THAT #TEAMTERRY $ARX.TO IS PROB GETTING ASKED OFTEN IN WHISTLER IS WHETHER THERE ARE GHOSTS IN THE CLOSET. HE THINKS HE CAN FIX THE PROBLEMS BUT SKEPTICS SAY IF A FIX IS POSSIBLE A PROBLEM EXISTS "NOBODY WANTS TO GET PIPED ROGER." -A SENIOR MIDSTREAM ANALYST @ NCP Needless to say but next earnings will be important for $ARX.TO. So far we are seeing lower lows lower highs and a failed breakout attempt. #oott #eft #com https://t.co/RGL3ym8P1x Needless to say but next earnings will be important for $ARX.TO. So far we are seeing lower lows lower highs and a failed breakout attempt."  
[X Link](https://x.com/NuggetCapital/status/2016245533937934737)  2026-01-27T20:22Z [----] followers, [----] engagements


"$ARX.TO. Canadian investment tycoon @km66chu has some concerns. @NuggetCapital Coming reserve report for [----] is where the pipe will be @NuggetCapital Coming reserve report for [----] is where the pipe will be"  
[X Link](https://x.com/NuggetCapital/status/2016299131791093885)  2026-01-27T23:55Z [----] followers, [----] engagements


"Many good permabulls are in gold stocks because they think the US will just print money. But they forget that many gold miners just print shares - a longstanding trend see below. Will this time be different Doubt it. But price drives narrative for now. $ABX $NEM $BTG"  
[X Link](https://x.com/NuggetCapital/status/2016349879040139480)  2026-01-28T03:17Z [----] followers, 12.2K engagements


"@TheWiseIC @NewcomerInvest @SayNoToTrading @DivGrojourney @QualityInvest5 @deepvalueco @BrownMarubozu @DividendDynasty @SimeonResearch_ @CDInewsletter Thank you - was a fun discussion last month. Look forward to our next one in which we will raise the alarm to the last $CSU.TO bulls"  
[X Link](https://x.com/NuggetCapital/status/2016350416385069557)  2026-01-28T03:19Z [----] followers, [---] engagements


"$CSU.TO now down 22% from this cryptic NCP warning from our back office department. Were the Edmonton Oilers the same after losing Wayne Gretzky Of course not. So why would Constellation Software be the same after losing the warlock Mark Leonard. Think about that bulls. $CSU.TO always wondered how a non-stop software acquisition vehicle could keep going up. Looking like a tired race horse here. In-house algo noted once CSU bros who used to despise oil waltzed into $CNQ it was pretty much game over. That was [----]. $CSU.TO always wondered how a non-stop software acquisition vehicle could keep"  
[X Link](https://x.com/NuggetCapital/status/2016350773320286418)  2026-01-28T03:21Z [----] followers, [----] engagements


"@BubleQe Means nothing. You can be a trader and make money especially around tax loss selling season. Telus will cut the dividend in time in my opinion. Long bond not falling they have mountains debt. They could face another credit downgrade. Growth is done in Canada. They are in trouble"  
[X Link](https://x.com/NuggetCapital/status/2016620226436100522)  2026-01-28T21:11Z [----] followers, [---] engagements


"My question for @Cole_Smead on his @inthemoneypod is why is Smead known for investing in oil when his largest position by far in the fund is a commercial real estate #REIT $SPG. If this is correct does Smead plan to start a REIT Mafia (REIT mafia has a real pro context btw) Live Q&A Send your questions to me on DM @SmeadCap or to @baystreetamber for Monday. We are looking forward to them Live Q&A Send your questions to me on DM @SmeadCap or to @baystreetamber for Monday. We are looking forward to them"  
[X Link](https://x.com/NuggetCapital/status/2017408283833721128)  2026-01-31T01:23Z [----] followers, [----] engagements


"@Gary79699215 @tclaugus2 Will take a look. I'm generally looking at defensive rather then growth-high multiple cos. So many are starting to unwind. A case like $NOMD or even a $GIS has seen EBITDA contraction but could easily return to positive territory this year but trades low multiple/defensive"  
[X Link](https://x.com/NuggetCapital/status/2017411430610358320)  2026-01-31T01:35Z [----] followers, [---] engagements


"@rockcreekfreak @TheJanard @parrafincontrol @KramerKarma1 @calvinfroedge Oil guys going gold bulls is bearish AF RCF"  
[X Link](https://x.com/NuggetCapital/status/2017824990989586433)  2026-02-01T04:59Z [----] followers, [---] engagements


"@BB19043 Nobody at Peters is touching this thing. Why Those guys/clients always know"  
[X Link](https://x.com/NuggetCapital/status/2018449679747633174)  2026-02-02T22:21Z [----] followers, [----] engagements


"Tough start to the year for some fallen Canadian leaders. $TRI / $TRI.TO getting clock cleaned. Very dangerous times to not know what you own in tech related stocks - including data service providers"  
[X Link](https://x.com/NuggetCapital/status/2018695065560920333)  2026-02-03T14:36Z [----] followers, [----] engagements


"@WSB_redditor Tell me why we should I was actually going thru $TRI last night but it comes down to knowing what you own. Lots of disruptions happening of late. Even Bloomberg Terminal at mega risk in my opinion so guessing that's a risk for Reuters as well"  
[X Link](https://x.com/NuggetCapital/status/2018697613420253302)  2026-02-03T14:46Z [----] followers, [---] engagements


"$SU posted exceptional results but now the valuation is reflective of that. At 8x ev/ebitda it's trading about the same as $CNQ. There is no more valuation gap. If you buy Suncor here I'll be very surprised if you aren't down money by the end of the year. GL to da bullz"  
[X Link](https://x.com/NuggetCapital/status/2018951930584977859)  2026-02-04T07:37Z [----] followers, [----] engagements


"@RumCoke192361 As long as you have an Iran carrot dangling there and a flood of debasement headlines everyday generalist investors/FM use $CNQ as their go to play. It's a short here tho along with a number of other names in my opinion (high conviction.)"  
[X Link](https://x.com/NuggetCapital/status/2019137150500106354)  2026-02-04T19:53Z [----] followers, [---] engagements


"@RumCoke192361 Not wanting to own it and expecting it to fall more not the same thing. It is a range bound trader"  
[X Link](https://x.com/NuggetCapital/status/2019142109819977789)  2026-02-04T20:12Z [----] followers, [---] engagements


"BIG YIKES. Fundstrat getting bullish on gold stocks. SAYS $QQQ COULD CRASH BECAUSE OF MIDTERMS. HE IS TURNING BULLISH ON ENERGY STOCKS -17% PLUNGE NORMAL WITH A NEW FED GOVERNOR POISED TO SELL TECH STOCKS. "YOU DONT WANT TO BE LAST IN THE PUNCHBOWL" https://www.youtube.com/watchv=GoxJ6fFNIAE https://www.youtube.com/watchv=GoxJ6fFNIAE"  
[X Link](https://x.com/NuggetCapital/status/2019183842800595383)  2026-02-04T22:58Z [----] followers, [----] engagements


"@LoveMy7Wood Excuses excuses Mr. Wood"  
[X Link](https://x.com/NuggetCapital/status/2019283644008005719)  2026-02-05T05:35Z [----] followers, [---] engagements


"Excellent @inthemoneypod listen with @Cole_Smead. Wonder what diversified Canadian REIT he's looking at/in. $HR.UN - an NCP top pick Also get out of $QQQ while you still can. $5bn AUM two man band must be doing something right there. Highly rec'd listen. 🚨 new episode THE REVENGE OF THE VALUE INVESTOR Don't miss @Cole_Smead and his father Bill on why it's value's turn to outperform (and why that includes Canadian stocks) TUNE IN NOW Apple: https://t.co/URebohKaFA Spotify: https://t.co/6ZacCiVL38 YouTube: https://t.co/n2KJblNtTW 🚨 new episode THE REVENGE OF THE VALUE INVESTOR Don't miss"  
[X Link](https://x.com/NuggetCapital/status/2019432425026355489)  2026-02-05T15:26Z [----] followers, [----] engagements


"They laughed at us in REITs. They ain't laughing anymore. Still early in the REIT cycle. YOU CANT PRINT REAL ESTATE YOU CANT PRINT LAND Except REITs are doing surprisingly well right now. They are the anti-AI asset class :) Except REITs are doing surprisingly well right now. They are the anti-AI asset class :)"  
[X Link](https://x.com/NuggetCapital/status/2019534810604290346)  2026-02-05T22:13Z [----] followers, [----] engagements


"@BB19043 @arcresources $ARX.TO guidance pull is definitely bullish. Right 😳"  
[X Link](https://x.com/NuggetCapital/status/2019544925260640352)  2026-02-05T22:53Z [----] followers, [----] engagements


"I'm gonna load up on physical including that World Series memorable coin set when silver hits $30 again in a few weeks. SILVER SLUMPED AS MUCH AS 20% ERASING ITS RECENT REBOUND AS SPECULATIVE FLOWSLED BY CHINADROVE EXTREME VOLATILITY NOT SEEN SINCE [----] AND LEFT THE MARKET SEARCHING FOR A FLOOR NEAR $70 AN OUNCE. SILVER SLUMPED AS MUCH AS 20% ERASING ITS RECENT REBOUND AS SPECULATIVE FLOWSLED BY CHINADROVE EXTREME VOLATILITY NOT SEEN SINCE [----] AND LEFT THE MARKET SEARCHING FOR A FLOOR NEAR $70 AN OUNCE"  
[X Link](https://x.com/NuggetCapital/status/2019555820934234333)  2026-02-05T23:36Z [----] followers, [----] engagements


"$ARX.TO pulled guidance and the 'big boys' are saying this is maximum bearish. They think there is mega downside tomorrow. I'm not too smart but one thing I learned in O&G is not to disrespect these types of volume. Insiders almost always leak 'some' information to their allies. $ARX.TO taking a kicking on a day all other names ripped. Back in November NCP highlighted the huge volume sparked reason for concern after the bad well results at Attachie a key development project for Arc. Still meaningless or did Team Terry's luck run dry https://t.co/owKQCO5WOa $ARX.TO taking a kicking on a day"  
[X Link](https://x.com/NuggetCapital/status/2019562669683208445)  2026-02-06T00:03Z [----] followers, [----] engagements


"@Jmacvbvbv No position. I don't need the headache and trade overhang. Think it does fine but see better opportunities elsewhere. I am also 100% USA"  
[X Link](https://x.com/NuggetCapital/status/2019564902109589937)  2026-02-06T00:12Z [----] followers, [---] engagements


"@VanIsleInvestor I am not shorting. I was looking to potentially go long $ARX.TO. However my sources think there could be $4-5 downside based on losing the Attachie play so I am not planning to do anything tomorrow there. Maybe force Team Terry to swallow the poison pill like Veren did for M&A"  
[X Link](https://x.com/NuggetCapital/status/2019590669480992977)  2026-02-06T01:55Z [----] followers, [----] engagements


"@TheWiseIC @JamesJstuartb He blocked me Bet he wish he didn't. RIP"  
[X Link](https://x.com/NuggetCapital/status/2019784430940733485)  2026-02-06T14:45Z [----] followers, [---] engagements


"@segen1971 @Gabfedfra @BubleQe See how it lasts. I think many energy stocks are overvalued now. People who buy here in numerous names could end up under water for years. Could be wrong but that's my hunch. Still opportunity but you need to be a lot more careful in an everything rally"  
[X Link](https://x.com/NuggetCapital/status/2020517969139253362)  2026-02-08T15:19Z [----] followers, [--] engagements


"Takes big kahunas to say bonds will be the next "big" trade 🍺 "US T-bonds are the NBT (next big trade) May be a perfect trade: T-bonds going up mean lower inflation a top election issue." The Path Toward $10000 Bitcoin Includes a Bounce from $64000 - Here's how/why (my own-it or wear-it views): - $64k is a speedbump on the way back down roughly the mode from [----] the year that fueled the final silliness stage - Future generations will replace tulip mania The Path Toward $10000 Bitcoin Includes a Bounce from $64000 - Here's how/why (my own-it or wear-it views): - $64k is a speedbump on the"  
[X Link](https://x.com/NuggetCapital/status/2020609349153141220)  2026-02-08T21:23Z [----] followers, [----] engagements


"NCP told you $BCE.TO div was toast while the TV pros were making it a top pick. Then we nailed $RCI.B in 1H which has been a top performer. Was bearish $T.TO to start year and more bearish now. 2nd most expensive teleco in NAM @ 8.2x ev/ebitda (inc USA) bcuz of unsustainable div. Yikes. $T.TO sounds the warning bells on maintaining their dividend. This won't go well with the dividend hounds. https://t.co/wLkczwEHeR Yikes. $T.TO sounds the warning bells on maintaining their dividend. This won't go well with the dividend hounds. https://t.co/wLkczwEHeR"  
[X Link](https://x.com/NuggetCapital/status/1988007323420553467)  2025-11-10T22:14Z [----] followers, [----] engagements


"POLL: What Canadian company is most likely to cut their dividend in [----] $CJ.TO $T.TO $AP.UN Cardinal Energy Telus Other (state) Allied Properties Cardinal Energy Telus Other (state) Allied Properties"  
[X Link](https://x.com/NuggetCapital/status/1999254087095767268)  2025-12-11T23:04Z [----] followers, [----] engagements


"Only guys buying $T.TO are the same crowd who thought buying other nonsense dividend stocks ahead of cuts were good ideas. The insider buying here doesn't mean much. Just a bunch of execs hoping they don't get canned. Bought more $t.to. huge upside Bought more $t.to. huge upside"  
[X Link](https://x.com/NuggetCapital/status/2003533789985743349)  2025-12-23T18:30Z [----] followers, 10K engagements


"Remember in 1H NCP crushed it in conventional teleco with a top pick in $RCI.B when the former bulls were in tears and throwing in the towel. I called out $T.TO as a dog (still red YTD) and last couple years bet against $BCE.TO openly. Ask @joinyellowbrick (see below) for proof. Nugget was wrong about $wcp.to and now he will be wrong about $t.to Nugget was wrong about $wcp.to and now he will be wrong about $t.to"  
[X Link](https://x.com/NuggetCapital/status/2005827233902891089)  2025-12-30T02:24Z [----] followers, [----] engagements


"$T.TO @JamesJstuartb "The equity has permanently eroded due to the additional debt burden." "Rising debt flat revenue and soaring interest costs what can go wrong Roger My guess is ALOT" - a BOL staffer @ NCP (see below) @NuggetCapital The equity has permanently eroded due to the additional debt burden. Capital structure [---]. Not sure why $T longs are so convinced the stock needs to go back to where it used to trade. @NuggetCapital The equity has permanently eroded due to the additional debt burden. Capital structure [---]. Not sure why $T longs are so convinced the stock needs to go back to"  
[X Link](https://x.com/NuggetCapital/status/2006438780291657847)  2025-12-31T18:54Z [----] followers, [----] engagements


"Can someone ask the $T.TO insiders why they are buying Telus instead of $VZ With Verizon you get a nearly 7% yield lower multiple better growth prospects and higher FCF yield and 8x the market capitalization. Is an extra 3% really worth the div cut risk premium"  
[X Link](https://x.com/NuggetCapital/status/2006936247567266077)  2026-01-02T03:51Z [----] followers, 13.4K engagements


"Many such cases of div cut stocks seeing rebounds immediately. $NPI.TO $T.TO even $AP.UN none of them are cheap but people think they are because the stock price fell a lot. Fundamental issues with all [--]. Give it some time. Too early to take bravado lap. I fully expect more pain. @TSXDivStock What are things @NuggetCapital should have tweeted. @TSXDivStock What are things @NuggetCapital should have tweeted"  
[X Link](https://x.com/NuggetCapital/status/2011249623017673165)  2026-01-14T01:30Z [----] followers, [----] engagements


"@BubleQe @FullScopeWelds Also $AP.UN which was a top pick of Scotia and a top short idea for me. I just don't see how $T.TO mitigates it without a signifciant decline in long bond interest rates. Would love to see it. Future downgrades are possible which will raise borrowing costs as well. Prob wrong"  
[X Link](https://x.com/NuggetCapital/status/2016692079867424833)  2026-01-29T01:57Z [----] followers, [---] engagements


"@TheWiseIC @DivGrojourney @PronkDaniel What is going on at $GSY.TO Loss provisions are soaring. Net income is slowing. Short interest climbing after the drop. WHAT DO THEY KNOW THAT YOU NEED TO KNOW"  
[X Link](https://x.com/NuggetCapital/status/2016932410517017063)  2026-01-29T17:52Z [----] followers, [----] engagements


"$GFR.TO / $GFR now up 27% from the time of writing in December against 12% for the $XEG.TO. Rec'd dumping then overvalued $SCR.TO before special payout around $44 to buy GFR which was heavily undervalued. Has worked out so far. @PerpetualValue @BrownMarubozu From my experience forced index buying is usually a good opportunity to unload especially when it violates fundamentals. IN my opinion that is the case of Strathcona. Obviously goes higher in the long run but tough to see upside from here. GL if hanging in. I like $GFR tho. @PerpetualValue @BrownMarubozu From my experience forced index"  
[X Link](https://x.com/NuggetCapital/status/2020988429056557226)  2026-02-09T22:29Z [----] followers, [----] engagements


"Looks like the big boys are coming for #TeamTerry who has been nothing short of a disaster for equity holders at $ARX.TO after botching Attachie. Maybe another back door M&A play on the cheap A [---] million share block purchase. "That's too big to be Nuttall Roger.""  
[X Link](https://x.com/NuggetCapital/status/2020993058070798552)  2026-02-09T22:47Z [----] followers, 14.9K engagements


"You have to give Rick Rule and @rynokinsight credit on $XOM. I didn't think they'd lose money but I didn't think they'd make money. Up 26% YTD is quite a feat without a real catalyst either in oil. Think you'd be crazy to buy oil stocks here in most cases but congrats on the V. [----] Exxon +26% Mag [--] +2% 1-Year *+41% vs +18% [----] Exxon +26% Mag [--] +2% 1-Year *+41% vs +18%"  
[X Link](https://x.com/NuggetCapital/status/2021245056485597432)  2026-02-10T15:29Z [----] followers, [----] engagements


"$AP.UN a top short idea of the team at Nugget Capital Partners (NCP) out with results that are far worse then even I expected. A $500 million dollar offering near all-time lows (and still not cheap) & Mike Emory is stepping done. Yikes. Could see 20-30% downside easily tomorrow. $AP.UN likely headed much much lower. Out tonight with a sneaky sneaky Shelf Prospectus signalling their intention to issue units. NCP properly projected their distribution cut early in the year & declared it remained a short after the cut. We think it could end up as a $0. https://t.co/jjYLdTdAEj $AP.UN likely headed"  
[X Link](https://x.com/NuggetCapital/status/2021339728285663417)  2026-02-10T21:45Z [----] followers, [----] engagements


"@cubedpermian @rynokinsight @truflation Well bonds are a near-term hedge. I'll decide on whether to keep them or not. Already up 4% on my Pimco funds that I added at EOY so enjoying buying discounted NAV muni bond funds. Seem to be seeing inflows. If market sells off I beleive long bond could catch a bid without cuts"  
[X Link](https://x.com/NuggetCapital/status/2021350738694373847)  2026-02-10T22:29Z [----] followers, [---] engagements


""I don't always buy get bullish oil stocks but when I do I wait until gasoline inventories are surging and Canadian E&P multiples are near all-time highs." US commercial petroleum inventories FELL by [---] MMbbl last week despite a BIG [---] MMbbl rise in commercial crude stocks. Gasoline stocks continued to rise (😬) while diesel stocks fell further back. Headline draw driven by nearly [--] MMbbl in other productlargely NGLsdeclines. https://t.co/p0X3Pq2yCT US commercial petroleum inventories FELL by [---] MMbbl last week despite a BIG [---] MMbbl rise in commercial crude stocks. Gasoline stocks"  
[X Link](https://x.com/NuggetCapital/status/2021616719282721138)  2026-02-11T16:06Z [----] followers, [----] engagements


"@trapping_value $DOC is my US health care REIT"  
[X Link](https://x.com/NuggetCapital/status/2021629091288690909)  2026-02-11T16:55Z [----] followers, [---] engagements


"NCP already getting ready for tax loss buying purchase list. Took action already on a couple US REIT names. Very little out there in Canada but thanks to Trump's tariffs opportunity in the . $TOU.TO $WCN.TO $CNR.TO $QSP.UN amongst biggest cap losers 0-6% off 52-w low in Canada"  
[X Link](https://x.com/NuggetCapital/status/1964113351249740110)  2025-09-05T23:48Z [----] followers, [----] engagements


"$AEM $GDX insiders are running for the hills as fast as they can. Looks like the Agnico Eagle jersey photo with the two Boyd sons' marked the official top. Insiders can't sell the stock fast enough none of them are buying. "It's probably a red flag." - Compliace Dept @ NCP. There's a fan with an $AEM jersey behind the umpire on a $50k ticket for Game [--] in the World Series and you are not selling your gold stocks Rip $GDX $GDXJ https://t.co/AZdSa8Z1XD There's a fan with an $AEM jersey behind the umpire on a $50k ticket for Game [--] in the World Series and you are not selling your gold stocks Rip"  
[X Link](https://x.com/NuggetCapital/status/1991823612752609775)  2025-11-21T10:58Z [----] followers, [----] engagements


"Oh my. A $5 price target on $T.TO after analyzing the debt stack amidst worsening fundies. The Nugget Capital Partners had a $13 target post cut. Maybe still too high. Hard to throw a PT on it with this much BS cleanup pending. Would need to look further at the breakdown of the debt. In this recent environment the fundamentals are a disaster. Probably worth very little $5 Big question is where is the new (roe) profitability level in telcos Hard to throw a PT on it with this much BS cleanup pending. Would need to look further at the breakdown of the debt. In this recent environment the"  
[X Link](https://x.com/NuggetCapital/status/1992988640394215608)  2025-11-24T16:08Z [----] followers, [----] engagements


"@TheWiseIC @oilrambo @zethuscap Thanks for the back up. Agree we had the right telecom calls all year. Let's see what the next [--] months look like. Market cutting the dividend for $T.TO. $BCE.TO outperform from here. Book it and revist next year"  
[X Link](https://x.com/NuggetCapital/status/1999239942631805397)  2025-12-11T22:08Z [----] followers, [---] engagements


"@oilrambo @TheWiseIC @zethuscap Something tells me $T.TO is going to have a lot of salty bagholders by YE. I think the market cuts the dividend for the company. GO back & see $BCE.TO $RCI.B & $QBR.B tweets. Our camp has been spot on for past couple years in the space. Telus will be icing on cake for our team"  
[X Link](https://x.com/NuggetCapital/status/1999253145151766633)  2025-12-11T23:01Z [----] followers, [---] engagements


"@ValueNotDeadYet @TheWiseIC I totally agree with you. Instead of buying $T.TO you can buy a higher coupon bond with duration. The interest payments will continue (no dividend cut risks) and you will get a nice bout of torque if long bond yields come down. Way more appealing then something like Telus"  
[X Link](https://x.com/NuggetCapital/status/2008253418692112514)  2026-01-05T19:05Z [----] followers, [---] engagements


"@BeCurious_5 $T.TO IS HARDER TO GAUGE. YOU HAD A REBOUND FROM THE CLUELESS DIVIDEND DOGS AND SUCKERS WHO THOUGHT A BUNCH OF RICH GUYS BUYING A FEW SHARES IS BULLISH. I EXPECT THEM TO CUT DIVIDEND. HOWEVER TOUGH SHORT W/ HIGH CARRY"  
[X Link](https://x.com/NuggetCapital/status/2015620241246638339)  2026-01-26T02:58Z [----] followers, [---] engagements


"@BeCurious_5 Seems like it has hurt the narrative/growth. Also the telecom war which is mostly over and entry of low cost carriers like Freedom Mobile. High debt and higher rates which haven't gone done on the long-end at all. Very bearish for Telus in my opinion. $T.TO"  
[X Link](https://x.com/NuggetCapital/status/2015621158758973475)  2026-01-26T03:01Z [----] followers, [---] engagements


"@tclaugus2 What about $NOMD added it in size and bought more already into [----] on the pullback. Pretty excited for that one and hope we see a turnaround there. Rotational flows would be epic if it continues"  
[X Link](https://x.com/NuggetCapital/status/2017404671904698709)  2026-01-31T01:08Z [----] followers, [----] engagements


"@Gabfedfra @BubleQe $CNQ goes up with macro flows. Fund managers buy it as a hedge for geopolitical risk. With Iran in the news you have had a flight to it. At 10x ebitda doubt it continues. If Trump makes deal w/ Iran they likely in trouble. 20% decline easily incoming"  
[X Link](https://x.com/NuggetCapital/status/2020109897086443927)  2026-02-07T12:18Z [----] followers, [---] engagements


"@TheWiseIC All members of the NCP team have taken the CSI Trader Course. I strongly rec'd this course/education to all newbie and mid level associates: https://www.csi.ca/en/learning/courses/ttc https://www.csi.ca/en/learning/courses/ttc"  
[X Link](https://x.com/NuggetCapital/status/2020998259620081688)  2026-02-09T23:08Z [----] followers, [----] engagements


"@SA_VanInvestor @cubedpermian @rynokinsight @truflation Oh. Maybe bullish crypto scams revenueless tech etc I guess we'll see. If Trump boy wants lower rates pretty sure he gonna have to sacrifice $Qqq and big job reports. Anna Wong @AnnaEconomist who is sharp as a hawks beak says BIG revisions downward tomorrow"  
[X Link](https://x.com/NuggetCapital/status/2021439599877460011)  2026-02-11T04:22Z [----] followers, [---] engagements


"The $T.To dividend army will NOT like what the CIBC banksters have just released. A startling 100% plus payout ratio all the way until [----]. But the good news perhaps is they have been dethroned by $RCI.B as the highest multiple teleco in Canada. Buy $BCE sell the other two. Can someone ask the $T.TO insiders why they are buying Telus instead of $VZ With Verizon you get a nearly 7% yield lower multiple better growth prospects and higher FCF yield and 8x the market capitalization. Is an extra 3% really worth the div cut risk premium https://t.co/yHJzhYJbtn Can someone ask the $T.TO insiders"  
[X Link](https://x.com/NuggetCapital/status/2016612544299855970)  2026-01-28T20:41Z [----] followers, [----] engagements


"@BubleQe @FullScopeWelds $T.TO has over $20bn of duration debt without the revenue growth. Their payout for the next few years in excess of 100% is just wreckless and dangerous. It trades at a a multiple premium to the largest US telecos with significantly larger margin of safety. Worst r/r of telecos"  
[X Link](https://x.com/NuggetCapital/status/2016688847875195042)  2026-01-29T01:44Z [----] followers, [---] engagements


"@BubleQe @FullScopeWelds Well I had no argument against $TD but I nailed a lot of dividend darling that people told me I was wrong on. $BCE $SPB $BIR to name few off the top of my head. $T.TO will be joining them in my view. Anything can go up in the s/t especially when analysts pumping & oversold"  
[X Link](https://x.com/NuggetCapital/status/2016691825298333942)  2026-01-29T01:56Z [----] followers, [---] engagements


"NCP IS LONG $TAP SINCE LAST MONTH. Still love the food space & beer is a consumer staple. This market is the bull thesis for alcohol stocks This market is the bull thesis for alcohol stocks"  
[X Link](https://x.com/NuggetCapital/status/2018852624288915639)  2026-02-04T01:02Z [----] followers, [----] engagements


"The time to buy commodity stocks is when the outlook is grim and probably can't get any worse. lol. #natgas. @NuggetCapital at sub 1$ AECO @NuggetCapital at sub 1$ AECO"  
[X Link](https://x.com/NuggetCapital/status/1959777334522691834)  2025-08-25T00:38Z [----] followers, 65.2K engagements


"$TRI / $TRI.TO. Hope the analysts still like the stock. Targets in excess of 3x where stock is now trading at. The NCP's most Jr Analyst failed Thomson Reuters on the first round of DD check due to insider selling en masse. Didn't even make it to the BOLs table for consideration"  
[X Link](https://x.com/NuggetCapital/status/2019505152550428874)  2026-02-05T20:15Z [----] followers, [----] engagements


"$CNQ trading around 9x EBITDA last time I checked. Only thing saving these names right now seems to be a rotation out of tech which is getting killed. Good luck to the longs. Never had less interest to invest in mainstream Canadian oilsands names in my life. Not $CNQ or the Canadian oil sands 😉 Not $CNQ or the Canadian oil sands 😉"  
[X Link](https://x.com/NuggetCapital/status/2019543893772235212)  2026-02-05T22:49Z [----] followers, 13.7K engagements


"EMPLOYMENT ROLLING OVER NUMBER WISE AT LEAST TRUMP OFFICIALS SOUNDING THE ALARM IN ADVANCE TO "PREP" THE MARKET INFLATION IS REALLY LOW @truflation RETAIL SPENDING IS DEAD AND EVERYBODY IS BULLED UP ON GROWTH STOCKS AND BEARISH BONDS. WHAT CAN GO WRONG PROBABLY A LOT. TRUMP TRADE ADVISER NAVARRO: WE NEED TO REVISE EXPECTATIONS ON MONTHLY JOB NUMBERS TRUMP TRADE ADVISER NAVARRO: WE NEED TO REVISE EXPECTATIONS ON MONTHLY JOB NUMBERS"  
[X Link](https://x.com/NuggetCapital/status/2021241829333643306)  2026-02-10T15:16Z [----] followers, [----] engagements


"Well at least natgas bros can take a sigh of relief here. Very little chance they are part of this commodities bubble in the view of NCP macro team. Oil too although I expect downside if there is a deal on Iran but probably not much. BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of America added U.S. materials stocks to its list of assets showing bubble-like behavior alongside gold silver and South Koreas Kospi. U.S. equities and megacap tech remain relatively stable. https://t.co/rA7aWaeMpn BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of"  
[X Link](https://x.com/NuggetCapital/status/2021228631536624009)  2026-02-10T14:23Z [----] followers, [----] engagements


"@cubedpermian @Mintgecko We worked hard for our energy money since [----]. Endured the bagholder era under unfavourable policy hit it big post [----]. The new wave of energy investor today is chasing momentum/macro narratives. Still patches of company specific execution-ops but you have to be very careful"  
[X Link](https://x.com/NuggetCapital/status/2021753104832643172)  2026-02-12T01:07Z [----] followers, [--] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing